PCM
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Penserra Capital Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Penserra Capital Management’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-118
Closed -$7K – 1357
2023
Q3 		$7K Buy
+118
New +$7.39K ﹤0.01% 1143

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Penserra Capital Management's SYLD Position: Q4 2023 in Review

Penserra Capital Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2023, closing a stake of 118 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in SYLD in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 163 funds tracked by Wall St. Rank hold SYLD as of Q4 2023.

  • Penserra Capital Management reported no remaining Cambria Shareholder Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Penserra Capital Management sold 118 Cambria Shareholder Yield ETF shares in Q4 2023, an estimated $7K.
  • Penserra Capital Management first reported a position in Cambria Shareholder Yield ETF in Q3 2023 and held it in 1 quarter.
  • Penserra Capital Management's Cambria Shareholder Yield ETF position peaked at $7K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2023.

Based on Penserra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.